India Financial News
02.02 / 02:29
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India’s budget doubles down on a tried and tested formula—with debt reduction as a distant target
Subscribe to enjoy similar stories. India kept calm and carried on this fiscal year, with a GST spur for retail offtake, an urgency for foreign trade deals and a few tariff tweaks for factory-cost relief making up the bulk of our response to trade adversity. That spirit prevails in India’s budget for 2026-27 too.
02.02 / 02:29
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Budget 2026 decoded: Where the money goes, where the risks remain
Subscribe to enjoy similar stories. Despite tighter fiscal headroom, the government has largely stayed the course on public spending, leaning on targeted interventions rather than across-the-board expansion. The Budget prioritises capital expenditure, manufacturing, healthcare and MSMEs, while pushing a larger share of investment responsibility to states and betting on reforms and asset sales to support growth.
02.02 / 00:47
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Ajit Ranade: By betting on capabilities, the budget takes a long view on India’s growth
Subscribe to enjoy similar stories. The macroeconomic numbers for India’s economy would be the envy of others. Quarterly growth has been showing steady upward momentum and inflation is ruling at remarkably low levels.
02.02 / 00:47
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How China emerged stronger than ever amid US tariffs—and what India can learn from it
Subscribe to enjoy similar stories. Few questions are as revealing today as how the world’s two largest economies—the US and China—differ in their economic approaches. In Breakneck: China’s Quest to Engineer the Future (2025), Dan Wang offers a useful lens.
02.02 / 00:47
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The prospect of better returns will overshadow the budget’s securities transaction tax hike
Subscribe to enjoy similar stories. The government’s goal of a Viksit Bharat by 2047 requires India to sustain high growth over a long period of time. Union Budget 2026-27 operates within a framework that India has articulated for itself: of bringing down the government’s debt-to-gross domestic product (GDP) ratio on a sustainable basis.
02.02 / 00:47
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Stock recommendations for 2 February from MarketSmith India
Subscribe to enjoy similar stories. Stock market update: In a historic special Sunday session coinciding with the Union Budget 2026, Indian equity markets witnessed a volatile sell-off amid a hike in the securities transaction tax (STT) on derivatives, which dampened sentiment.
02.02 / 00:47
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Stocks to buy: Raja Venkatraman recommends top picks for 2 February
Subscribe to enjoy similar stories. The Indian stock market witnessed a sharp fall in intraday trade on Sunday, after the finance minister presented her ninth consecutive budget. The Sensex closed 1,546.84 points lower at 80,722.94, while the Nifty shed 495.20 points to settle at 24,825.45, reflecting a decline of nearly 2%.
01.02 / 14:23
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Sachchidanand Shukla: A well-formulated budget that pays India’s future due consideration
Subscribe to enjoy similar stories. The stakes couldn’t be higher for Union Budget 2026-27. Global shocks and domestic frailties demanded a stroke of fiscal artistry—prudence on the fiscal path fused with audacious growth bets and prioritization of the medium term over the short term.
01.02 / 14:23
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Budget 2026: Manufacturing gets a big push amid global headwinds
Subscribe to enjoy similar stories. Union Budget 2026-27 continued to push the pedal on localization in the Indian manufacturing sector, announcing a slew of measures across electronic goods, pharma, textiles, capital goods and other sectors to boost India's production and export competitiveness. The focus on self-reliance was reflected in finance minister Nirmala Sitharaman’s speech.
01.02 / 13:09
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Union budget: Why the real impact on India’s economy lies beyond the headlines
Subscribe to enjoy similar stories. The date of 1 February for the announcement of the Union budget precedes by a month the release of the advance estimate of India’s gross domestic product (GDP) based on three quarters, which this year will mark the start of a new GDP series with 2022-23 as its base year, replacing the old series based on 2011-12. The new series will change the sectoral weights, and with that, the estimates of aggregate real growth for the first two quarters.
01.02 / 13:09
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Vijay L. Bhambwani's Ticker: Volatility threat can spike this week
Subscribe to enjoy similar stories. Dear reader, Please note that I am writing this piece on Saturday, before the budget is presented. Last week, I wrote bulls appeared to be on the ropes.
01.02 / 12:11
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Budget boosts sentiment in hospitality stocks. Cricket World Cup in focus
Subscribe to enjoy similar stories. The Union Budget 2026-27 put the spotlight on the tourism and hospitality sector. The finance minister proposed measures to strengthen the tourism ecosystem, with focus on medical tourism, skilling and institutional capacity-building.
01.02 / 10:59
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Budget aims to boost India's animation, content creation with ₹250-crore investment
Subscribe to enjoy similar stories. India’s animation, visual effects, gaming and comics (AVGC) ecosystem is set for a significant boost after finance minister Nirmala Sitharaman proposed a ₹250-crore allocation to expand formal talent development across schools and colleges, signalling a push to institutionalize the country’s fast-growing creator economy.
01.02 / 10:59
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Budget 2026 in charts: Outlay for education and AI
Subscribe to enjoy similar stories. Union finance minister Nirmala Sitharaman presented the Union Budget 2026-27 on Sunday, 1 February, against the backdrop of renewed geoeconomic disruptions affecting India. With these pressures likely to spill into the coming fiscal year, the Budget 2026 offers a window into how the Centre plans to respond to pressing challenges.
01.02 / 10:15
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Budget 2026 report card on exports, textiles, and startups
Subscribe to enjoy similar stories. Finance minister Nirmala Sitharaman presented the Union Budget for 2026–27 on Sunday, against the backdrop of renewed geo-economic disruptions affecting India. With these pressures likely to spill into the coming financial year, the Budget offers a window into how the government plans to respond to a set of pressing challenges.
01.02 / 09:49
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Budget 2026: Auto sector left wanting
Subscribe to enjoy similar stories. Going into the Union Budget 2026-27, expectations from the automobile sector were decidedly high. While the budget was not hostile towards the sector, it was not ambitious either.
01.02 / 09:49
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Union Budget 2026-27: How India's fiscal math works under the new debt rule, in charts
Subscribe to enjoy similar stories. The Union Budget 2026-27 marks a fundamental shift in India’s fiscal framework. Starting next fiscal, the government has adopted the debt-to-GDP (gross domestic product) ratio as its main fiscal anchor, marking a strategic departure from the traditional focus on fiscal deficit.
01.02 / 08:25
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Budget 2026: MGNREGS, affordable housing, tourism—what the charts reveal
Subscribe to enjoy similar stories. Finance minister Nirmala Sitharaman presented the Union Budget for 2026-27 on Sunday, 1 February, against the backdrop of renewed geo-economic disruptions affecting India. With these pressures likely to spill into the coming financial year, the Budget offers a window into how the government plans to respond to a set of pressing challenges.
01.02 / 00:59
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Budget Day stock recommendations from MarketSmith India
Subscribe to enjoy similar stories. Stock market recap: The Indian stock markets closed lower on Friday, 30 January, as various factors led to widespread selling across different sectors. The Sensex dropped approximately 0.35% to finish close to 82,269, while the Nifty 50 fell 0.40% to 25,320.
01.02 / 00:59
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Budget 2026: Raja Venkatraman shares top stock picks for 1 February
Subscribe to enjoy similar stories. Stock market recap: The Indian stock markets closed lower on Friday, 30 January, as various factors led to widespread selling across different sectors. The Sensex dropped approximately 0.35% to finish close to 82,269, while the Nifty 50 fell 0.40% to 25,320.
31.01 / 10:33
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Retail gold, silver bulls to face Sunday blues
Subscribe to enjoy similar stories. Retail investors who piled into the blistering bullion rally were left nursing steep losses after MCX silver and gold futures crashed an unprecedented 27% and 12%, respectively, on Friday. The full impact on bullish positions is likely to become clearer when markets reopen on Sunday.
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